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Palomar
PLMR

Overview Fund Activity

381 hedge funds and large institutions have $3.75B invested in Palomar in 2025 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+48
Holders Change %
+14.41%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
88
Increased
139
Reduced
123
Closed
33
Calls
$6.62M
Puts
$11.9M
Net Calls
-$5.24M
Net Calls Change
-$8.42M

Top Buyers

1
Invesco
Invesco
Georgia
$123M
2
AllianceBernstein
AllianceBernstein
Tennessee
$76.7M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$38.6M
4
A
AustralianSuper
Australia
$37.3M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$36.5M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
$51.3M
2
AIM
Artemis Investment Management
United Kingdom
$49.5M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$62.9M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
5
FGP
Freestone Grove Partners
California
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRD
251
Nebula Research & Development
New York
$335K -$928K -6,018 -73%
CGH
252
Crossmark Global Holdings
Texas
$332K +$35K +227 +12%
OAM
253
Oppenheimer Asset Management
New York
$328K -$323K -2,093 -50%
OIA
254
OneDigital Investment Advisors
Kansas
$317K +$317K +2,053 New
X
255
Xponance
Pennsylvania
$317K +$12.6K +82 +4%
SCA
256
Snowden Capital Advisors
New York
$315K +$82.2K +533 +35%
YMRC
257
Yorktown Management & Research Company
Virginia
$309K – – –
SAI
258
Systematic Alpha Investments
New Jersey
$309K – – –
SG Americas Securities
259
SG Americas Securities
New York
$305K +$305K +1,977 New
GAM
260
Gotham Asset Management
New York
$305K +$305K +1,976 New
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$286K +$11.4K +74 +4%
IA
262
Inspire Advisors
Idaho
$282K +$282K +1,829 New
DekaBank Deutsche Girozentrale
263
DekaBank Deutsche Girozentrale
Germany
$274K +$165K +1,073 +152%
AC
264
AlphaCore Capital
California
$259K +$259K +1,681 New
BC
265
Bridgefront Capital
Texas
$254K +$254K +1,649 New
PTC
266
Petrus Trust Company
Texas
$254K -$73K -473 -22%
Mackenzie Financial
267
Mackenzie Financial
Ontario, Canada
$252K – – –
FIM
268
Freedom Investment Management
Connecticut
$248K -$13.4K -87 -5%
FCM
269
Fieldview Capital Management
Michigan
$245K -$223K -1,445 -48%
PAG
270
Private Advisor Group
New Jersey
$243K +$243K +1,575 New
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$241K +$6.47K +42 +3%
A
272
AlphaQuest
New York
$233K -$227K -1,472 -49%
LBWM
273
Left Brain Wealth Management
Illinois
$231K -$77.1K -500 -25%
CC
274
Corton Capital
Ontario, Canada
$230K -$46.9K -304 -17%
ZCI
275
Zevenbergen Capital Investments
Washington
$224K +$224K +1,450 New
9 10
11
12 13